Customer Service Representative

Job summary

The role involves managing client contracts, processing updates and cancellations, and educating customers on insurance options. Additionally, the representative handles daily reporting and supports the sales team to ensure client satisfaction.

Job details

Benefits: Competitive salary Dental insurance Paid time off Training & development Vision insurance Our team is looking for a Customer Service Representative to help perform a variety of tasks within our insurance offices. They will be helping by answering calls/ emails, greeting customers and many other tasks. A Customer Service Representative will need to be flexible, well organized and eager to learn from the best. We are looking for top prospects who will help our team accomplish exciting projects and assignments in a fast-growing Agency. Responsibilities Upon receiving a call, assists the client by applying changes, cancellations and updates to the contract, taking care to meet the client's needs effectively, while advising and educating in order to ensure the client's complete satisfaction and retention. Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Create beginning of the day reports & customer follow up lists from underwriting department, claims, billing, collections and complete the lists on time Work with the Agent and support the Sales team as required. Job Requirements: Professionalism and attention to detail. Ability to multitask. Strong communication and verbal skills. Ability to work in a fast paced environment meeting all deadlines. Active and responsible team member. Ability to take orders & process inbound sales or service request. Strong organizational and prioritization abilities. Ability to communicate effectively with Agent & team members. Qualifications: Must have or able to obtain OTL & HLLQP license 1-3 years of experience doing office work. Ability to use computer software and ease with communication technology. Must have knowledge and know how to use basic MS Excel & Word. Experience with operations/ customer service is a plus. Second language is a plus. Continuous desire to improve & learn. Flexible work from home options available.

What you’ll do

The role involves managing client contracts, processing updates and cancellations, and educating customers on insurance options. Additionally, the representative handles daily reporting and supports the sales team to ensure client satisfaction.

Requirements

Candidates must have 1-3 years of office experience and the ability to obtain OTL and HLLQP licenses. Proficiency in MS Office and strong communication skills are required to work in a fast-paced environment.

Benefits

• Competitive Salary • Dental Insurance • Paid Time Off • Training & Development • Vision Insurance

Listed skills

• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Communication
• Multitasking
• Organization
• Prioritization
• MS Excel
• MS Word
• Insurance Contract Management
• Client Retention
• Inbound Sales

Job areas

• Customer Service & Support
• Finance & Accounting
• Sales
• Administrative